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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $313,485 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP, LLC Service code 16 · EIN 62-1593846 | Consulting | $99,000 |
Service code 16 · EIN 58-2608124 | Consulting | $49,572 |
J.R. COLE & ASSOCIATES1 year Service code 16 · EIN 58-2423913 | Consulting | $41,589 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $150 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,345 | $37,213+21.9% | $156,551-71.0% | $63,975-29.1% |
| Participation rate | 87.0% | 65.0%+22.0pp | 84.0%+3.0pp | 71.1%+15.9pp |
| Annual return | 7.59% | 47.89%-40.3pp | 32.23%-24.6pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,508 | $1,357+11.1% | $5,501-72.6% | $2,182-30.9% |
| Participant deferral / active EE | $3,585 | $2,070+73.2% | $4,871-26.4% | $3,356+6.8% |
| Admin fee / account holder | $106 | $56+87.8% | $13,028-99.2% | $70+50.2% |